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Insights from the experts in investment fiduciary responsibility.

Smile! 2018 Fi360 Conference Photos

Posted by Fi360 on May 21, 2018

Here are just a few of images from the 2018 Fi360 Conference.

Fi360 Reacts to SEC Fiduciary Rule Proposal

Posted by Fi360 on April 23, 2018

The SEC’s mind-numbing thousand-page, three-part “fiduciary” rule package didn’t deliver everything we wanted but it was what we expected.

You Can Help Shape the Strategies of Retirement Advisors

Posted by Ryan Lynch, AIF®, PPC®, Program Manager on April 15, 2018

You Can Help Shape the Strategies of Retirement Advisors

We need your help. Believe it or not, it’s been a full 18-months since our last Retirement Plan Specialist Advisor Practice Management Benchmarker survey.

Fi360’s Conference is Awesome and Here’s Why!

Posted by Ryan Dunay, Client Engagement Specialist on April 15, 2018

Fi360’s Conference is Awesome and Here’s Why!

Despite the recent snowfall, winter is actually over and I think we all could use some Vitamin D. It just so happens we are hosting the 2018 Fi360 Conference in a city that has adopted a rather fitting alias, the City with Sol! By the way, sol is Spanish for sun. So now you know a tiny bit of Spanish, which will come in handy when you attend the Fi360 Conference in San Diego.

Meeting a Global Standard of Fiduciary Excellence

Posted by Michelle Muller, Business Development Consultant on April 15, 2018

Meeting a Global Standard of Fiduciary Excellence

The advisors who come to us are either nervous about the DOL fiduciary rule or confident that they're fully prepared. What's the best way to make sure the fiduciary bases are covered? Check out this week's blog post.

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